| S嘉信·U.S. LARGE-CAP VALUE ETFSCHV |
| 8.34% | 6.41% | $1,423.0万 | 40.9万股 | $954.4万 | 31.3万股 | +9.6万股+30.63% | 加仓 |
 苹果AAPL |
| 5.91% | 5.94% | $1,008.1万 | 3.5万股 | $884.8万 | 3.5万股 | -22股-0.06% | 减仓 |
| WWISDOMTREE EUROPEAN OPPORTUNITIES FUNDOPPE |
| 5.33% | 5.37% | $909.1万 | 16.3万股 | $800.5万 | 14.9万股 | +1.4万股+9.28% | 加仓 |
| S嘉信策略信托SCHM |
| 5.3% | 4.63% | $904.2万 | 24.5万股 | $690.4万 | 22.3万股 | +2.2万股+9.98% | 加仓 |
| V先锋领航指数基金VB |
| 4.28% | 4.19% | $729.7万 | 2.4万股 | $623.7万 | 2.4万股 | +259股+1.09% | 加仓 |
| J摩根大通·ULTRA-SHORT INCOME ETFJPST |
| 4.1% | 4.17% | $699.5万 | 13.8万股 | $621.1万 | 12.3万股 | +1.6万股+12.72% | 加仓 |
| S嘉信·USSCHX |
| 3.72% | 3.21% | $634.7万 | 21.6万股 | $478.2万 | 18.6万股 | +2.9万股+15.64% | 加仓 |
| V先锋领航全球基金VGT |
| 3.39% | 2.9% | $578.7万 | 4.8万股 | $432.6万 | 6,202股 | +4.2万股+680.89% | 加仓 |
| PPacer基金信托COWZ |
| 3.36% | 4.11% | $572.6万 | 9.2万股 | $612.9万 | 9.8万股 | -5,931股-6.05% | 减仓 |
| WWisdomTree信托HEDJ |
| 3.11% | 3.49% | $530.6万 | 9.3万股 | $520.7万 | 10.0万股 | -6,478股-6.51% | 减仓 |
| V先锋领航·SMALLVBR |
| 3.05% | 3.12% | $520.8万 | 2.1万股 | $465.0万 | 2.1万股 | +31股+0.14% | 加仓 |
| VVANGUARD MORNINGSTAR MID-CAP VALUE ETFVOE |
| 2.84% | 3.14% | $484.5万 | 2.5万股 | $468.2万 | 2.5万股 | -892股-3.51% | 减仓 |
| S嘉信·FUNDAMENTAL U.S. LARGE COMPANY ETFFNDX |
| 2.73% | 2.71% | $466.0万 | 15.0万股 | $403.3万 | 14.5万股 | +5,004股+3.46% | 加仓 |
| VVanEck·CLO ETFCLOI |
| 2.58% | 2.14% | $440.7万 | 8.3万股 | $318.3万 | 6.0万股 | +2.3万股+37.82% | 加仓 |
 伯克希尔哈撒韦BRK.B |
| 2.26% | 2.49% | $384.9万 | 7,692股 | $370.4万 | 7,731股 | -39股-0.50% | 减仓 |
| EETF系列解决方案QTUM |
| 1.94% | 1.36% | $330.4万 | 2.0万股 | $202.7万 | 1.9万股 | +1,084股+5.74% | 加仓 |
| S嘉信·U.S. BROAD MARKET ETFSCHB |
| 1.87% | 1.85% | $318.2万 | 11.0万股 | $274.9万 | 11.0万股 | +360股+0.33% | 加仓 |
| S嘉信策略信托SCHC |
| 1.84% | 1.42% | $313.0万 | 5.9万股 | $211.0万 | 4.3万股 | +1.6万股+37.57% | 加仓 |
 亚马逊AMZN |
| 1.43% | 1.42% | $244.7万 | 1.0万股 | $211.8万 | 1.0万股 | +99股+0.97% | 加仓 |
| IiShares黄金信托IAU |
| 1.33% | 1.85% | $226.7万 | 3.0万股 | $276.0万 | 3.1万股 | -1,300股-4.15% | 减仓 |
 VANECK URANIUM AND NUCLEAR ETFNLR |
| 1.27% | 1.65% | $217.1万 | 1.9万股 | $245.5万 | 1.8万股 | +283股+1.53% | 加仓 |
 微软MSFT |
| 1.21% | 1.37% | $206.8万 | 5,544股 | $203.7万 | 5,504股 | +40股+0.73% | 加仓 |
| V先锋领航·HEALTHVHT |
| 1.1% | 1.25% | $188.3万 | 6,298股 | $187.0万 | 6,865股 | -567股-8.26% | 减仓 |
| AAlphabet Inc Class CGOOG |
| 1.1% | 0.98% | $187.2万 | 5,298股 | $145.4万 | 5,076股 | +222股+4.37% | 加仓 |
| S嘉信策略信托SCHD |
| 1.08% | 1.31% | $184.5万 | 5.8万股 | $195.0万 | 6.4万股 | -5,398股-8.49% | 减仓 |
| I景顺·ACTIVELY MANAGED EXCGSY |
| 1.06% | 1.25% | $181.2万 | 3.6万股 | $186.6万 | 3.7万股 | -1,102股-2.96% | 减仓 |
| S嘉信策略信托SCHF |
| 1.05% | 0.41% | $178.9万 | 6.5万股 | $61.6万 | 2.5万股 | +4.0万股+159.38% | 加仓 |
| GGlobal X基金PAVE |
| 1.05% | 0.99% | $178.5万 | 3.0万股 | $147.7万 | 2.9万股 | +1,219股+4.19% | 加仓 |
| IiShares安硕·COREIJH |
| 0.83% | 0.81% | $141.9万 | 1.8万股 | $121.0万 | 1.8万股 | +484股+2.70% | 加仓 |
| G通用动力VTI |
| 0.83% | 0.8% | $141.2万 | 3,815股 | $119.1万 | 3,716股 | +99股+2.66% | 加仓 |
| DDimensional维度·U.S. SMALL CAP ETFDFAS |
| 0.76% | 0.76% | $129.8万 | 1.6万股 | $113.6万 | 1.6万股 | -208股-1.30% | 减仓 |
| IiShares白银信托SLV |
| 0.75% | 1.11% | $128.2万 | 2.4万股 | $164.9万 | 2.4万股 | -235股-0.97% | 减仓 |
| I景顺交易所交易基金IIRWJ |
| 0.69% | 0.69% | $117.5万 | 2.0万股 | $102.8万 | 2.0万股 | -609股-2.99% | 减仓 |
| DDimensional维度·U.S. EQUITY MARKET ETFDFUS |
| 0.67% | 0.64% | $114.8万 | 1.4万股 | $95.1万 | 1.3万股 | +597股+4.45% | 加仓 |
 谷歌AGOOGL |
| 0.6% | 0.56% | $102.8万 | 2,877股 | $82.8万 | 2,880股 | -3股-0.10% | 减仓 |
| CCAPITAL INTERNATIONAL EQUITY ETFCGIE |
| 0.55% | — | $93.9万 | 2.6万股 | $0 | 0股 | +2.6万股 | 新买入 |
| DDimensional维度·USDFUV |
| 0.55% | 0.55% | $93.8万 | 1.7万股 | $82.3万 | 1.7万股 | +58股+0.34% | 加仓 |
 VanEck ETF信托SMH |
| 0.55% | 0.33% | $93.6万 | 1,426股 | $49.2万 | 1,283股 | +143股+11.15% | 加仓 |
| I景顺交易所交易基金信托RSP |
| 0.52% | 0.62% | $89.4万 | 4,203股 | $91.8万 | 4,780股 | -577股-12.07% | 减仓 |
| J摩根大通交易所交易基金JEPI |
| 0.51% | 0.68% | $86.6万 | 1.5万股 | $101.0万 | 1.8万股 | -2,476股-13.90% | 减仓 |
 博通AVGO |
| 0.51% | 0.46% | $86.4万 | 2,288股 | $68.8万 | 2,221股 | +67股+3.02% | 加仓 |
 BROWN & BROWN COMBRO |
| 0.48% | 0.56% | $81.5万 | 1.3万股 | $83.2万 | 1.3万股 | -51股-0.40% | 减仓 |
| IiShares安硕信托ITA |
| 0.44% | 0.43% | $75.5万 | 3,114股 | $64.3万 | 2,939股 | +175股+5.95% | 加仓 |
 伯克希尔哈撒韦BRK.A |
| 0.44% | 0.48% | $74.9万 | 1股 | $71.8万 | 1股 | 00.00% | 持仓不变 |
| V先锋领航指数基金VTV |
| 0.43% | 0.41% | $73.5万 | 3,371股 | $61.3万 | 3,126股 | +245股+7.84% | 加仓 |
| V先锋领航指数基金VV |
| 0.43% | 0.42% | $72.9万 | 2,119股 | $62.3万 | 2,086股 | +33股+1.58% | 加仓 |
| SSPROTT CRITICAL MATERIALS ETFSETM |
| 0.42% | 0.46% | $71.9万 | 2.3万股 | $68.5万 | 2.1万股 | +2,342股+11.30% | 加仓 |
| F第一信托·UST HEALTH CARE ALPHADEX FUNDFXH |
| 0.42% | 0.45% | $71.8万 | 5,864股 | $67.0万 | 6,111股 | -247股-4.04% | 减仓 |
| V先锋领航指数基金VOO |
| 0.42% | 0.33% | $71.1万 | 964股 | $48.5万 | 840股 | +124股+14.76% | 加仓 |
| SSPDR行业精选信托XLK |
| 0.36% | 0.29% | $61.1万 | 3,204股 | $42.5万 | 3,201股 | +3股+0.09% | 加仓 |
